Peak Planning Group, LLC

SEC CIK: 0002097384
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

COF holding history

Capital One Financial Corp in every 13F filed by Peak Planning Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

COF overview All 13F holders of COF Full Q2 2026 holdings

Shares (Q2 2026): 1,968
Value: $394.8K
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2025

Holdings of COF by Peak Planning Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,968	$394.8K	0.1%	+10+0.5%	Added	Holders
Q1 2026	1,958	$357.2K	0.1%	+10+0.5%	Added	Holders
Q4 2025	1,948	$472.1K	0.1%	+1,948	New	Holders